wealth management jobs in cape town

Key Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration / operational matters primarily with; Product prov...

Key Responsibilities: Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration Platforms Internal and external liaison on administration / operational matters primarily with; Product pr...

Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers Developing and maintaining broker relationships Review New business pipeline, follow-up and tracking Issuing of quotations Technical training of and ongoing product support to Financial Advisor...

Robert Walters South Africa What you bring: The ideal Business Development Manager will bring a wealth of sales experience , preferably in the 3/4 PL and/or Freight Forwarding Industry. You will have a demonstrable ability to manage and lead a team, with strong sales experience in a business development role. Your solid working knowledge of sales, business development and strategic selling method...

Description Role OverviewAs part of the Old Mutual Limited Group Central Tax team (Group Tax), this executive role will lead a team of senior specialized tax professionals, overseeing the tax affairs of the Wealth Management & Investment Cluster at Old Mutual Limited.Broadly, the role has direct responsibility for the taxation of investment transactions, while also supporting the asset management...

Reference: NFP014078-SHb-1 A leading wealth management firm dedicated to providing personalized financial solutions to their clients. With a focus on integrity, innovation, and client service, they strive to achieve excellence in managing wealth and creating value for their clients. They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assis...

Job Purpose: To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their clients and to address various financia...

Ready to join a leading Wealth Management Firm as an Internal Consultant? Is this you? You're highly analytical and technically proficient with a good background in paraplanning within wealth management and you're looking to take the next step in your career and join a dynamic team of professionals. What you'll be doing (and why you'll enjoy it) You will be responsible for providing specialist te...

***THIS POSITION REQUIRES FRANCHISED MOTOR DEALERSHIP EXPERIENCE***Our client a new and growing dealership is looking for a seasoned and dedicated Parts Sales Executive to join their dynamic team to represent a phenomenal brand. The ideal candidate should bring not only a wealth of part sales experience but also possess a strong working knowledge of a DMS, strong organizational and time-managemen...

Overview Hire Resolve s client is a leading financial services and wealth management firm specializing in risk management and actuarial consulting. They are seeking a Junior Actuarial Analyst with 2 years of experience to join the team in Cape Town. Responsibilities: Support the actuarial team in developing and maintaining models. Analyze data for accuracy and reliability. Assist in financial pro...

The Wealth Administrators role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment House, Health Administrator and the client di...

Are you the driver of all the technical admin that happens in the background which essentially makes your Wealth Manager offer their clients the best possible service? Is this you? We all know it's the Wealth Manager that consults with the client but the magic is in the support, without you, they simply can't look after their clients like they do. So you've worked in the industry, you know what i...

Key Responsibilities: Fund Management: Conduct day-to-day management of portfolios. Monitor stock/asset allocation, cash positions, and cash flows to ensure compliance. Monitor Fund risk and construction constraints. Update & suggest improvements on existing models and systems. Investigate and resolve data issues as needed. Prepare Fund & Capital Market information for investment meetings. Mainta...

Our client, a leading Wealth & Investment Firm is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division. This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client's business strategy.Job Responsibilities: Ensuring...

Vacancy DetailsEmployer:EQ-FIN Consider a career as an EQ-FIN Financial Sales ProfessionalAt EQ-FIN (an affiliate of Liberty Group), we are on an ongoing entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom. We want to secure the future dreams, aspirations and career plans you have for yourself, a...

These jobs were popular with other job seekersThis role will report to the Financial Manager within the Cluster Consolidation Team in the Finance team.The Senior Financial Accountant will provide support to the Financial Manager and coach and guide the financial accountant and assistant financial accountant in the team.The role requires an individual that enjoys engaging with various stakeholders...

The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client's personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create develop, implement and maintain customized...

Location: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. Role and Responsibilities:Develop and maintain...

The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create develop, implement and maintain customized...

We are looking for Dynamic independent Short-Term Insurance Paraplanners who are based around the Helderberg area, Cape Town, who specialise in supporting clients with holistic financial solutions designed to save clients money, gain greater benefits and build long-term wealth. The company provides Medical Aid, GAP Cover, Individual Risk Planning, Buy & Sell, Key Man and Partnership Insurance, In...

Job Description The Wealth Administrators role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment House, Health Administrator a...

Reference: NFP014078-SHb-1 A leading wealth management firm dedicated to providing personalized financial solutions to their clients. With a focus on integrity, innovation, and client service, they strive to achieve excellence in managing wealth and creating value for their clients. They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assis...

Ready to drive financial success as a Senior Fiduciary Specialist? Is this you? You're a seasoned professional with expertise in managing and administering trust and estate accounts, providing high-level financial advice to ultra-high-net-worth clients and you're ready to join a growing wealth management team. What you'll be doing (and why you'll enjoy it) As a Senior Fiduciary Specialist, you'll...

These jobs were popular with other job seekersEstablished fund services team seeks a Settlement Officer to join them. This is a strong and stable team, looking for suitable candidates with no less than 2 years' experience in a similar role within fund services, wealth or similar with experience with international markets, and specifically equities, FX and collective investment schemes. Responsibi...